At Precision Wealth Management, we understand that choosing the right financial planner is the first step towards wealth creation and financial freedom.
Our certified financial planning team offer are proud to provide personalised financial based on your individual circumstances and goals.
Based at North Lakes, Precision Wealth Management is your local North Brisbane financial planner and can assist with a wide range of areas, including cash flow management, investment, personal insurance, superannuation and retirement planning.
Our evidence-based approach is based on academic research by Nobel Prize Winners on how markets work and how to implement portfolios that give a reliable investment experience over the long term.
Our flat fee structure provides better value for clients with bigger investment portfolios. Our business model also suits clients who have a solid cash flow and looking to put a longer-term investment strategy in place. Because we charge as a flat fee rather than a percentage of your superannuation and investments, we don’t turn you away if you’re still early in your wealth creation journey – we can help you achieve it.
We are proud of our history building long-term partnerships with our clients and helping them achieve financial success.
To learn more about our services, or for a no obligation consultation, reach out to us today.